World Cup 2026 Kicks Off: NKE, DKS, ONON & Other Beneficiaries of Soccer Boom

Jan Rogers Kniffen discusses how retailers may see a short-term boost from the World Cup, as he expects Adidas and Nike (NKE) to benefit from investor sentiment. Gains for Dick’s Sporting Goods (DKS), Academy Sports (ASO), Puma, Fanatics, and On Holding (ONON) are ones Jan sees being more limited. Tom White walks through an example trade using Nike.

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